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In a 2013 survey of people aged 50 to 70 with $100,000 or more in investable assets, 90% reported that they had experienced at least one setback in saving for…

The month of January is named after the Roman god Janus, who was imagined as having two faces: one looking toward the past, the other looking toward the future. In…

Trusts have often been used to help protect assets from estate taxes, but fewer estates are subject to federal estate taxation since the exemption rose to $5 million in 2010…

After dropping sharply during the Great Recession, inflation — as measured by changes in the consumer price index (CPI) — has begun to creep upward, averaging a little more than…

According to a recent survey, only 28% of small-business owners completely understand the concept of “cloud” computing, while 27% admit they don’t understand it well or at all.1–2 For business…

The latest film you enjoyed at your local theater may have cost $100 million or more to create, and much of that money was spent in communities where the film…

Your financial life is probably more complicated than you realize. You may have multiple bank, retirement, and investment accounts; insurance policies; a safe-deposit box; and more. You have bills to…

One decision that almost every business should revisit from time to time is whether its current organizational structure is meeting its needs. The difference between personal and business tax rates…